When it comes to cloud based applications like salesforce, office 365, what are the biggest security concerns when storing and managing sensitive data?   Does data need to be backed up outside of these systems in case of a failure?  Is it more secure to manage data in house rather than in the cloud?  What are the security risks of going to the cloud vs. staying on premise?  Is one better than the other for remote clients?

Thanks for your insights on these questions.

Got into a database and wanted to do some analytics on it with countries and noticed in several US based companies the contacts & accounts had a lovely variety of names for countries. So many US based companies either had US, USA, U.S. U.S.A. United States....you get the point.
Does Salesforce have the capability to take a field and replace all records with a naming convention that is consistent?
I need to change them all to "USA". It would take forever to open each contact or account to correct this. 9k
Can Salesforce do this internally on its own or would I have to go to a third party tool to get that fixed?
What is happening is my data analysis is not consistent with what it needs to be as summary data and totals are all off.
I found the Salesforce Data Loader and it has 3 features I am investigating. Is this the tool that can do it? If not, does Salesforce do it another way?
Any help appreciated. Thank you.

Can Salesforce allow me to create a list of accounts that will quickly allow me to open and append a field value? In other words. I would like to create a list of 500 accounts and input the actual total revenues of that particular company into the field called Total Revenue. We need to do that so we can identify if the representative who handles that account big or small really is QUALIFIED/SKILLED enough to handle them by themselves? Is there an efficient way to go into Salesforce and quickly do that? If not Salesforce needs a way to allow Managers a quick edit tool for salesmen, sales teams and representatives so that corrections can be made quickly and efficiently in the even a new salesman or representative missed some entries or new policy calls for the updating of all or some accounts with new variables for analysis purposes. Opening individually could take forever to do. It would be great to have a list with a column like excel and just go down the list entering the correct value....?
Does Salesforce do anything like that?

Hi,
How is it possible to build private file upload system ?
 I want to collect private data from colleagues without being seen by anybody except sender and me.

Any advice would be very appreciated.

What software (Windows 10, Android, iPhone, or stand alone scanner) do you recommend for scanning about 100 BUSINESS CARDS per year into SALESFORCE ?

Examples

https://www.thebalancesmb.com/best-business-card-scanner-apps-4171696

https://zapier.com/blog/best-business-card-scanner-software/

https://magneticonemobile.com/products/business-card-reader-salesforce/

https://www.circleback.com/scanbizcards-enterprise/

https://www.visione.com/free-vs-premium/

I'm trying to find more info on the SPF record for spf.salesforce.com.  It is in a format I'm not familiar with:

PS C:\Users\jason.crawford> Resolve-DnsName -Name _spf.salesforce.com -Server 8.8.8.8 -Type txt

Name                                     Type   TTL   Section    Strings
----                                     ----   ---   -------    -------
_spf.salesforce.com                      TXT    2982  Answer     {v=spf1
                                                                 exists:%{i}._spf.mta.salesforce.com -all}

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Anyone?

My friend's work has 20 sales reps using Salesforce.com, each processing 250 signed contracts per year, for a total of 5,000 contracts

When he asked DocuSign how much the above electronic signature cost would be DocuSign said it would cost about $3 per contract, for a total of $15k/year

What other "Salesforce.com electronic signature" options do you recommend for the above volume that would cost a lot less since the only thing he wants is eSignatures, no other features ?

I am coding on the Salesforce platform using apex and I'm trying to create a class that will sort a list by two fields using the Comparable interface.

I'm trying to determine how I can sort by two fields so that each product grouping can be sorted by size. The products are clothing items. Each product has a series of sizes. For simplicity, the sizes are S, M, L, XL. What I am trying to achieve is sorting by the size field as well as the product name.

For example, if I have the following products:



I would want them sorted by smallest to largest:

There is a size__c field for each product that holds the size value.

I started by creating a generic sorting utility using the comparable interface to test sorting by product name:

public class GenericSortingUtil {

    public class ObjWrapper implements Comparable {
        
        public sObject obj;
        
        public ObjWrapper() {}

        public ObjWrapper(Sobject obj) {
            this.obj = obj;

        }

        public Integer compareTo(Object compareTo) {
            
            ObjWrapper compareToObj = (ObjWrapper)compareTo;

            if((String)obj.get('Name') > (String)compareToObj.obj.get('Name')) {
                return 1;
            }

            

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…

We're looking to integrate third-party CRMs with our desktop .NET in-house practice management software.  The CRMs are:

• Salesforce

• Microsoft Dynamics

The data to be integrated includes:

• Contact information (name, address, phone number)
• Billing information

At the moment, the data needs to be manually entered in both systems which is time consuming and error prone.  We're looking at two options at the moment:

1. Develop our own system using the APIs to integrate the data
2. Purchase an integrator to assist us in what can often be a messy job

We haven't made a decision around syncing, push, pull, source of truth etc so we're not limited in options at this stage.

So the question is:
Which option would you choose for a manual one way sync, which option for a robust two-way sync and why?

What integration software would you recommend and why?

I have looked all over and wondered if there was a page either on the Salesforce community or other that had the following questions answered above. I have the following problem. I have a TASK table created from another program where the data was exported cleanly to Excel and saved as CSV. I am trying desperately to import it into salesforce from the CSV attached. I am aware I can use the ACTIVITY table and I can use it I assume if this is not possible. I would think that the TASK table which is so close to what I need would accomodate this without having to create all new fields and having to go with the Table Name Change (from TASK to ACTIVITY Table)

I can see that there are DATA TYPES that designate the width of the field and others that do not. Is there a default width for a:
1. Picklist
2. Email
3. Lookup (User)       "What is the difference between number 3 & 4 ?"4. Lookup (User,Calendar)
5. Phone
6. Reference

If there is a default width. Where do I find it.

I am desperate to find out if I can do the following:
1. Identify default widths of all DATA TYPES?
2. Can the widths be changed?
3. Can all DATA TYPES be imported to or is it just some of them?

My biggest problem is getting the right search terms in place to search so maybe the answers are out there. I have not been successful finding them. I have spent days searching....no exaggerations here either. Your help is appreciated.